Advanced Enterprise Technologies, Inc.
Table of Contents

Add Item

 

  1. Open the Items module of the account you plan to edit. 
  2. Click Add Item.
  3. Fill out the information for each of the tabs.  You also have the option to view sections as expanding groups.
  4. Select an Account.
  5. Select a Structure.
  6. Select an Item Type and include an Item Description.
  7. Type a Scheduled Value.
  8. Type a Date Added.
  9. If applicable, type a Serial Number.
  10. Continue to the next section, User-Defined, if needed.
  11. Make selections according to the user-defined fields specific to your company.
  12. Click Add Item.

 

 There are two modes available to view sections when adding, editing, or viewing details: Tabs and Expanding Groups. Tabs are shown by default.  Read more about viewing sections.

 

 

Quadra automatically selects the Account Name from the organization selected in the hierarchy.